EWM

Edge Wealth Management Portfolio holdings

AUM $585M
1-Year Est. Return 22.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$527M
AUM Growth
+$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$7.12M
3
+$6.61M
4
BSCK
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
+$6.51M
5
CRM icon
Salesforce
CRM
+$4.49M

Top Sells

1
+$7.98M
2
+$7.52M
3
+$6.99M
4
DOCU
DocuSign
DOCU
+$6.43M
5
XOM icon
Exxon Mobil
XOM
+$6.03M

Sector Composition

1 Technology 19.18%
2 Healthcare 10.47%
3 Financials 9.62%
4 Communication Services 8.89%
5 Industrials 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K 0.01%
4,524
-2,796
252
$55K 0.01%
+520
253
$54K 0.01%
3,500
254
$53K 0.01%
145
255
$53K 0.01%
4,354
-260
256
$52K 0.01%
350
257
$52K 0.01%
3,576
-329
258
$51K 0.01%
389
259
$50K 0.01%
18,150
260
$50K 0.01%
1,398
+1,370
261
$50K 0.01%
250
262
$50K 0.01%
2,000
263
$50K 0.01%
630
-3,055
264
$50K 0.01%
2,000
265
$49K 0.01%
3,700
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266
$48K 0.01%
837
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267
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268
$47K 0.01%
21,500
269
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10,000
271
$47K 0.01%
200
272
$45K 0.01%
2,000
273
$45K 0.01%
1,884
274
$45K 0.01%
3,000
-40
275
$45K 0.01%
2,022
9 10
11
12 13